See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,262 | $138,044-38.2% | $125,339-32.0% | $134,475-36.6% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -25.95% | 750.33%-776.3pp | 572.05%-598.0pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,127 | $5,243-78.5% | $4,814-76.6% | $4,740-76.2% |
| Participant deferral / active EE | $1,857 | $7,799-76.2% | $7,446-75.1% | $6,400-71.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |